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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-07-20 |
| TX | RA | APPROVED | 2020-07-20 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
125 Half Mile Road Suite 200, Red Bank, NJ 07701 • United States
257 Riverside Ave, 1St Floor, Westport, CT 06880 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gfa Securities, Llc. | New York | NY | 12/2012 | 11/2016 |
| Gerstein Fisher | New York | NY | 12/2012 | 11/2016 |
| People's Securities, Inc. | Bridgeport | CT | 11/2016 | 07/2020 |
| Gold Family Wealth | New York | NY | 02/2018 | Present |
Name and Address: Gold Family Wealth, LLC. This business is investment-related. Nature of business: Financial planning, business development, marketing, client services. Position/Title: President and CEO. Start date: 5/8/2018. Number of hours per month devoted/devoted during trading hours: 135 working hours per month will be devoted to this business, including all 110 hours per month during market trading periods. Description: I will be responsible for all financial planning, business development, marketing and client service activity. Insurance Agent Sales Non-investment Related Potentially Compensated with Commissions 07/20/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-20 |
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